Advisor, Auto Insurance

Waypoint; Sidney; On-site; CAD 43,000 - 50,000; Full time

Benefits offered by this job

Commissions

Job summary

Navacord in Sidney, BC is seeking an Advisor, Auto Insurance to join our in-office team. You will service clients at our Sidney branch, process renewals, endorsements, and ICBC-related tasks while offering tailored insurance solutions and building trust with customers.

The role emphasizes strong client engagement, meeting sales targets, and maintaining accurate records in our CRM. Level 1 license preferred; training provided; salary range CAD 43,000–50,000 with commissions.

Qualifications

• Level 1 license preferred or willingness to train, study, and take the necessary exams to obtain a Level 1 General Insurance license.
• Experience in the BC insurance industry is an asset.
• Refined interpersonal and communication skills, with the ability to connect with clients and foster trust.
• Excellent written and verbal communication skills.
• Previous sales experience is highly valued and contributes to meeting goals.

Responsibilities

• Process renewals, endorsements, and cancellations for ICBC and in-house auto insurance with attention to detail.
• Assess terms, conditions, coverages, limits, and exclusions to tailor client solutions.
• Use in-house CRM systems to maintain accurate client information and policy details.
• Oversee distribution of plates, permits, and receipts with precise record-keeping.
• Maintain knowledge of ICBC products and private auto insurance manuals and best practices.
• Interact with clients in-person or by phone to build trust and understand needs.

Skills

Customer service

Sales experience

Interpersonal communication

Verbal communication

Detail-oriented

Education

Level 1 General Insurance license

Tools

CRM systems

Job description

As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This role offers the opportunity to leverage your customer service skills and auto insurance expertise to understand each client’s specific needs, create tailored insurance solutions, and leave a remarkable first impression with every interaction. This is an in-office role at our Sidney branch location.

RESPONSIBILITIES:

Insurance Processing & Administration

• Process renewals, endorsements, and cancellations for ICBC and optional in-house auto insurance with meticulous attention to detail.
• Assess product terms, conditions, coverages, limits, and exclusions, utilizing your expertise to provide clients with tailored insurance solutions.
• Utilize in-house CRM systems to maintain accurate client information and insurance policy details, ensuring the highest standards of accuracy and confidentiality.
• Oversee the distribution of plates, permits, and debit/credit receipts, ensuring meticulous record-keeping and precise accounting.
• Continuously develop and sustain a strong working knowledge of ICBC products, private auto insurance manuals, best practices, standards, and systems.
• Maintain high processing standards for storage, retrieval, and confidentiality of clients' information, ensuring accuracy and protection. client engagement

Client Engagement

• Engage with both new and returning clients through consultative in-person or phone interactions, driven by a deep passion for understanding their needs and building lasting trust.
• Conduct thorough reviews of clients' current coverage, offering educated recommendations of Navacord's relevant products and services to ensure comprehensive protection.
• Meet and exceed sales, business-building, and retention targets, employing strong sales techniques while upholding Navacord's values and standards.
• Process payments and follow up on outstanding balances, demonstrating a commitment to exceptional customer care and financial accuracy.

Individuals working out of a branch with ICBC Driver's Licensing will be required to perform ICBC licensing duties such as manage bookings, scheduling exams, identification and documentation, and other administrative responsibilities, as necessary.

Additional duties and responsibilities may be added during the course of employment.

Requirements:

• Level 1 license Preferred OR willingness to train, study, and take the necessary exams and courses to obtain a Level 1 General Insurance license with the Insurance Council of BC.
• Experience in the insurance industry within BC or other provinces and territories is an asset.
• Refined interpersonal and communication skills, with the ability to connect deeply with clients and foster trust, driven by a passion for delivering exceptional experiences.
• Excellent written and verbal communication skills, ensuring clear, concise interactions with clients and colleagues.
• Previous sales experience is highly valued, highlighting your ability to meet goals and deadlines while delivering outstanding customer service with a resourceful approach.

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The salary range for this role is $43,000-$50,000 per year, plus commissions. Compensation is determined by a combination of factors including a candidate's experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.